FAQ : SBI Long Term Equity Fund - Regular Plan - Growth

SBI Long Term Equity Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 50.18 27.3 20.83 13.22
Average Rolling Returns(%) 16.53 14.94 12.74 12.61

The Current NAV of SBI Long Term Equity Fund - Regular Plan - Growth is ₹369.76.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 100 returns, as Funds portfolio is significantly different.

SBI Long Term Equity Fund - Regular Plan - Growth fund’s expense ratio is 1.68%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Long Term Equity Fund - Regular Plan - Growth is currently ₹20,085 Crores.

The Top three stocks are GE T&D India, ICICI Bank and Bharti Airtel and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.

Top three sectors of SBI Long Term Equity Fund - Regular Plan - Growth fund are BFSI, Auto and Oil & Gas accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Long Term Equity Fund - Regular Plan - Growth Fund is Equity - ELSS.

Dinesh Balachandran manages the SBI Long Term Equity Fund - Regular Plan - Growth Fund.

SBI Long Term Equity Fund - Regular Plan - Growth current PE ratio is 38.83 and PB ratio is 5.75

The asset allocation of SBI Long Term Equity Fund - Regular Plan - Growth is Stocks : 93.39%, Debt : 6.63% and Gold : 0%

The minimum SIP amount for SBI Long Term Equity Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for SBI Long Term Equity Fund - Regular Plan - Growth is Nil

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